Semi Supply Chain Tracker

Daily Market Summary

Monday, June 1, 2026 — Market Close
Gainers
19
Losers
11
Best Performer
AAOI +17.2%
Worst Performer
QCOM -8.8%

Top Movers

Biggest Gainers

AAOI $185.67
+17.21%
CRWV $124.82
+13.96%
CLS $426.55
+10.68%
CDNS $414.16
+10.46%
MRVL $219.43
+7.04%
ANET $170.68
+7.03%
MU $1,035.50
+6.64%
NVDA $224.36
+6.26%

Biggest Losers

QCOM $228.99
-8.78%
FN $622.36
-4.86%
CRDO $226.10
-4.21%
ENTG $135.73
-2.20%
CIEN $569.61
-1.83%
MPWR $1,542.39
-1.52%
TER $369.47
-1.29%
AMD $510.13
-1.16%

Full Price Table

Ticker Sector Price Daily Chg %
AAOIOptical Transceivers$185.67+17.21%
AMATSemiconductor Equipment$458.17+1.80%
AMDGPU / CPU / AI Accelerators$510.13-1.16%
AMKRAdvanced Packaging / Testing$72.75+4.59%
ANETData Center Networking$170.68+7.03%
ASMLEUV Lithography Equipment$1,628.15+0.95%
ASXAdvanced Packaging / Testing$38.17-0.47%
AVGOCustom Silicon / Networking$459.97+2.95%
CDNSEDA Tools$414.16+10.46%
CIENOptical Networking Equipment$569.61-1.83%
CLSAI Data Center Hardware / EMS$426.55+10.68%
COHROptical Components / Transceivers$362.90+0.40%
CRDOHigh-Speed Connectivity$226.10-4.21%
CRWVGPU Cloud / AI Infrastructure$124.82+13.96%
ENTGSemiconductor Materials / Chemicals$135.73-2.20%
ETNPower Infrastructure$400.08-0.13%
FNOptical Manufacturing$622.36-4.86%
KLACSemiconductor Inspection$1,940.04+0.95%
LRCXSemiconductor Equipment$317.12-0.33%
MPWRPower Management ICs$1,542.39-1.52%
MRVLCustom Silicon / Networking$219.43+7.04%
MUMemory / HBM$1,035.50+6.64%
NVDAGPU / AI Accelerators$224.36+6.26%
ONTOSemiconductor Metrology$255.71-0.98%
QCOMEdge AI / Mobile$228.99-8.78%
SNPSEDA Tools$492.29+3.50%
TERSemiconductor Testing$369.47-1.29%
TSMFoundry$435.63+4.11%
VRTPower / Cooling Infrastructure$323.39+2.43%
WDCMemory / Storage$546.20+2.82%

Notable Catalysts & News

Jensen Huang GTC Taipei Keynote — NVIDIA N1X Consumer PC Chip
Jensen delivered the GTC Taipei keynote announcing NVIDIA's N1X — the company's first consumer PC processor in over a decade. Specs: 20 ARM cores, 6,144 CUDA cores (RTX 5070-class GPU), unified memory over 256-bit LPDDR5X, capable of running 100B+ parameter LLMs locally. ASUS, Dell, and Lenovo have N1X models in the pipeline. NVDA +6.3% on the session. This is a structural expansion from data center dominance into consumer PCs — massive TSMC capacity and HBM demand implications.
AAOI Surges 17% on Optical Transceiver Demand
Applied Optoelectronics led the entire tracker with a +17.2% move, continuing its breakout in the 800G/1.6T optical transceiver buildout cycle. AI data center optical interconnect demand remains the primary driver. Beta of 3.67 means it amplifies sector moves in both directions.
CDNS +10.5% — EDA Tools Rally
Cadence Design Systems surged past its previous 52-week high ($383.80), closing at $414.16 — a new all-time high. The N1X announcement drives demand for custom chip design tools as NVIDIA, cloud hyperscalers, and PC OEMs all need EDA capacity for increasingly complex SoC designs. SNPS followed at +3.5%.
CLS +10.7% — AI Data Center EMS Beneficiary
Celestica surged on expanding AI infrastructure buildout narratives. Revenue growth of 52.8% YoY positions CLS as a direct beneficiary of every new accelerator and networking platform that needs manufacturing and assembly.
QCOM -8.8% — N1X Competitive Threat
Qualcomm was the tracker's biggest loser as NVIDIA's entry into ARM-based consumer PCs directly threatens Qualcomm's Snapdragon X Elite franchise. The N1X's integrated GPU vastly outclasses anything Qualcomm offers in the PC segment. This competitive dynamic reshapes the Windows on ARM landscape.
AVGO Earnings Wednesday June 3
Broadcom reports after the bell Wednesday — the last semi giant to report this cycle. At $459.97 (new ATH), expectations are high. AVGO is the key custom silicon / networking play. This is the semi thesis catalyst for the week.
MRVL Record Revenue, RBC PT Raise to $240
Marvell reported record Q1 FY2027 revenue last week and raised both FY2027 and FY2028 guidance on accelerating AI data center demand. RBC upped its price target to $240. MRVL +7% today to $219.43, approaching the target.

Entry Zone Watch

Key Levels to Monitor

AVGO $459.97 — At all-time highs ahead of Wednesday earnings. The earnings print will determine whether this becomes a breakout or a sell-the-news event. Key level for the semi rotation thesis.

MU $1,035.50 — New all-time high, surpassing the prior 52-week high of $981. HBM demand and GTC Taipei narrative drove the breakout. Memory cycle confirmation continues.

CDNS $414.16 — Blew through 52-week high ($383.80). New ATH territory with no overhead resistance. Watch for continuation or gap fill.

QCOM $228.99 — Dropped nearly 9% in one session. 52-week high was $259.92. The N1X competitive overhang could persist. Watch for support near $225.

Generated by Amika — Semi Supply Chain Tracker — June 1, 2026